# ![@DelB0yTr0tter Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2521678319.png) @DelB0yTr0tter Derek Trotter

Metaplanet's management is under scrutiny for allegedly granting preferential terms to new institutional investors while diluting the value of long-standing retail shareholders. This has sparked concerns about fairness and the company's strategy. The situation has led to a significant backlash from investors who feel they are being unfairly treated.

### Engagements: [-----] [#](/creator/twitter::2521678319/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2521678319/c:line/m:interactions.svg)

- [--] Week [-------] +348%
- [--] Month [-------] +267%
- [--] Months [---------] +4,020%
- [--] Year [---------] +1,071%

### Mentions: [--] [#](/creator/twitter::2521678319/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2521678319/c:line/m:posts_active.svg)

- [--] Week [--] -41%
- [--] Month [---] +34%
- [--] Months [-----] +681%
- [--] Year [-----] +319%

### Followers: [-----] [#](/creator/twitter::2521678319/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2521678319/c:line/m:followers.svg)

- [--] Week [-----] +11%
- [--] Month [-----] +20%
- [--] Months [-----] +103%
- [--] Year [-----] +133%

### CreatorRank: [---------] [#](/creator/twitter::2521678319/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2521678319/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  40.94% [cryptocurrencies](/list/cryptocurrencies)  29.82% [stocks](/list/stocks)  12.28% [technology brands](/list/technology-brands)  5.26% [exchanges](/list/exchanges)  2.92% [currencies](/list/currencies)  2.92% [social networks](/list/social-networks)  2.92% [countries](/list/countries)  1.75% [travel destinations](/list/travel-destinations)  1.17% [automotive brands](/list/automotive-brands)  1.17%

**Social topic influence**
[movr](/topic/movr) 17.54%, [$movr](/topic/$movr) 16.96%, [in the](/topic/in-the) 8.19%, [silver](/topic/silver) 5.85%, [the most](/topic/the-most) 5.26%, [crypto](/topic/crypto) 5.26%, [bitcoin](/topic/bitcoin) 4.68%, [bullish](/topic/bullish) 4.68%, [liquidity](/topic/liquidity) 3.51%, [money](/topic/money) 3.51%

**Top accounts mentioned or mentioned by**
[@satoshi132009](/creator/undefined) [@donniebigbags](/creator/undefined) [@dan_btc_2021](/creator/undefined) [@nodollarshit](/creator/undefined) [@gozamah](/creator/undefined) [@moonsamanft](/creator/undefined) [@danbtc2021](/creator/undefined) [@gavofyork](/creator/undefined) [@binance](/creator/undefined) [@samlampaert](/creator/undefined) [@skwny](/creator/undefined) [@cryptofordocs](/creator/undefined) [@jttrandahl](/creator/undefined) [@kusamanetwork](/creator/undefined) [@trobriand15](/creator/undefined) [@kucoincom](/creator/undefined) [@kingkong9888](/creator/undefined) [@antongoldhofer](/creator/undefined) [@mc_khristina](/creator/undefined) [@rocnronny](/creator/undefined)

**Top assets mentioned**
[Moonriver (MOVR)](/topic/$movr) [Bitcoin (BTC)](/topic/bitcoin) [Kusama (KSM)](/topic/$ksm) [Polkadot (DOT)](/topic/$dot) [Strategy (MSTR)](/topic/$mstr) [Ethereum (ETH)](/topic/$eth) [dogwifhat (WIF)](/topic/dogwifhat) [Iris Energy Limited (IREN)](/topic/$iren)
### Top Social Posts
Top posts by engagements in the last [--] hours

"We mostly just sit around reading thinking and waiting Stanley Druckenmiller"  
[X Link](https://x.com/DelB0yTr0tter/status/1958071133737218420)  2025-08-20T07:38Z [----] followers, 39.1K engagements


"I was recently asked whether Im expressing any outright short exposure. UPDATE: I had a constructive bias on the long end coming into [--] but the data over the past few weeks has forced a reassessment. The balance of evidence is leaning toward a short in TLT assuming that the market expectations for aggressive Fed easing continue to erode as they have done in recent weeks. one to watch. THE THESIS: The rationale is straightforward and data driven. Term premia are re-expanding as Treasury supply accelerates fiscal deficits remain structurally large and inflation is proving stickier in the"  
[X Link](https://x.com/DelB0yTr0tter/status/2020712137287725307)  2026-02-09T04:11Z [----] followers, [----] engagements


"What are latest odds of Iran strike Last time I checked it was over 50% before year end"  
[X Link](https://x.com/DelB0yTr0tter/status/2022218692864749571)  2026-02-13T07:58Z [----] followers, [----] engagements


"Big thanks to the person who recently asked me about platinum. That question acted as the catalyst that pulled me back into a powerful technical setup that was hiding in plain sight and only days from escape velocity. I was already confident in the fundamental backdrop but I had been analysing the wrong chart. PL1 the continuous platinum futures contract carries the deepest and cleanest historical price action and once viewed through that lens the setup became impossible to ignore. Sometimes all it takes is the right question to realign process with signal. That's what I'm here for. the hive"  
[X Link](https://x.com/DelB0yTr0tter/status/2003881309098352680)  2025-12-24T17:31Z [----] followers, [---] engagements


"This is the real war https://www.bloomberg.com/news/articles/2026-01-02/china-s-zijin-mining-to-expand-global-assets-says-new-chairmanembedded-checkout=true https://www.bloomberg.com/news/articles/2026-01-02/china-s-zijin-mining-to-expand-global-assets-says-new-chairmanembedded-checkout=true"  
[X Link](https://x.com/DelB0yTr0tter/status/2007356486935359985)  2026-01-03T07:40Z [----] followers, [---] engagements


"If you understand market microstructure and after watching that futures open you still harbour any doubt that the silver price is being tightly managed then you are fundamentally missing the signal. This is not organic price discovery. This is controlled flow deliberate liquidity provision and intentional suppression of volatility at key inflection points. If youre still debating intent youre staring at the trees and missing the forest. https://twitter.com/i/web/status/2015571333405618580 https://twitter.com/i/web/status/2015571333405618580"  
[X Link](https://x.com/DelB0yTr0tter/status/2015571333405618580)  2026-01-25T23:43Z [----] followers, [---] engagements


"SILVER Large very liquid US based ETFs like SLV become the long convex leg Small miners/miner ETFs become the short/funding leg That is precisely the reason miners often lag spot on upside but track it on downside That is not sentiment. It is market structure. @DCTH16 In the institutional world positions are rarely run naked on either the long or short side. As Ive explained before this is largely a game of spread capture. Books have to be balanced. For every long there is a corresponding short. Right now the miners are fulfilling that @DCTH16 In the institutional world positions are rarely"  
[X Link](https://x.com/DelB0yTr0tter/status/2017140480170217489)  2026-01-30T07:39Z [----] followers, [----] engagements


"Introducing the new Federal Reserve Chairman: Stanley Druckenmiller. (Video credit - CNBC 2021)"  
[X Link](https://x.com/DelB0yTr0tter/status/2017454807322349906)  2026-01-31T04:28Z [----] followers, [---] engagements


"Targeting around $85 which would return approximately 2000% for these JAN [----] contracts. Anyone with access to basic options maths can verify these numbers. NEW POSITION XLE JAN [--] CALL options are incredibly cheap relative to the entire chain almost as though it is a glitch in the matrix These sort or inefficiencies do not last very long in the market place. Godspeed. https://t.co/bNm2vqvhVq NEW POSITION XLE JAN [--] CALL options are incredibly cheap relative to the entire chain almost as though it is a glitch in the matrix These sort or inefficiencies do not last very long in the market"  
[X Link](https://x.com/DelB0yTr0tter/status/2018350432675098986)  2026-02-02T15:46Z [----] followers, [----] engagements


"Iran (and all other headlines for that matter) is all 'narrative'. Price is what drives the narratives. I have been watching XLE like a hawk for months. Look at the chart. I said publicly around $49.50 mark was the level to watch. It broke came back retested and now appears to be taking off. we shall see. Granular - there is a clear dislocation in the way this particular strike is priced relative to the entire chain. I consider the 70s to be undervalued by at least 50% - 100%. This is exactly what happened when I entered the DEC [--] leaps; they were undervalued and they are now in the green by"  
[X Link](https://x.com/DelB0yTr0tter/status/2018353062528921613)  2026-02-02T15:57Z [----] followers, [----] engagements


"@so0uless I want [----] XLE contracts in total. I will not go into any further detail"  
[X Link](https://x.com/DelB0yTr0tter/status/2018353448572666366)  2026-02-02T15:58Z [----] followers, [---] engagements


"NEW POSITION EWZ - iShares MSCI Brazil ETF"  
[X Link](https://x.com/DelB0yTr0tter/status/2018367673734991882)  2026-02-02T16:55Z [----] followers, [----] engagements


"US based $13B mcap 3.72% dividend yield Rising dividend payout profile since 2021"  
[X Link](https://x.com/DelB0yTr0tter/status/2018380920169041962)  2026-02-02T17:48Z [----] followers, [---] engagements


"PRs balance sheet is being misread. In this regime debt is not fragility. It is intentional operating leverage. PR is deliberately geared: $4.3bn debt FCF positive and inflecting Cash rebuilding That is not stress. That is cycle positioning. In a rising oil / commodities bull market: [--]. Revenues reprice immediately [--]. Cost base is largely fixed [--]. Incremental margins expand non-linearly This is classic fixed cost absorption. Leverage amplifies the effect: Every $5 to $10 move in oil disproportionately: [--]. lifts FCF [--]. improves coverage ratios [--]. deflates real debt [--]. compresses the equity"  
[X Link](https://x.com/DelB0yTr0tter/status/2018387616719323621)  2026-02-02T18:14Z [----] followers, [---] engagements


"NEW POSITION RIG - Transocean Ltd Swiss based NYSE listed Provides drilling rigs crews and services to energy companies exploring and producing oil and gas wells. It mainly operates high specification mobile offshore drilling units on day rates for clients worldwide"  
[X Link](https://x.com/DelB0yTr0tter/status/2018404689742905370)  2026-02-02T19:22Z [----] followers, [----] engagements


"Costs are small benefits are large until theyre not"  
[X Link](https://x.com/DelB0yTr0tter/status/2018535406216835537)  2026-02-03T04:01Z [----] followers, [---] engagements


"When was the last time commentary of this nature was shared publicly by a prospective FED official Incredible"  
[X Link](https://x.com/DelB0yTr0tter/status/2018540930706608333)  2026-02-03T04:23Z [----] followers, [---] engagements


"Worlds largest hedge fund"  
[X Link](https://x.com/DelB0yTr0tter/status/2018542449409638586)  2026-02-03T04:29Z [----] followers, [---] engagements


"Its all based on Vol. you can build a yield curve using fixed deltas against time(DTE) and compute annualised yield for each maturity Plot: X-axis = Days to expiry Y-axis = Annualised yield % This gives you a term structure of income not just a single trade. You can take it one step further and build a yield surface if youre good with spreadsheets or have LLM skills: X-axis: DTE Y-axis: Delta (or % OTM) Z-axis: Annualised yield This shows you immediately: Where youre being overpaid for time Where gamma risk is being mispriced Where front end vol is distorting returns Front-l month puts often"  
[X Link](https://x.com/DelB0yTr0tter/status/2018684153978646845)  2026-02-03T13:53Z [----] followers, [---] engagements


"I keep seeing this nonsense about commodities falling on social media. Here are the facts: Energy is the constraint in [----]. Full stop. Gold doesnt come out of the ground with narratives. It comes out with diesel steel explosives and [---] ton trucks. AI isnt software AI is electricity cooling grids gas turbines and baseload. Heres the part the market keeps missing: O&G was put on a capital diet for a decade. Rystad: upstream capex peaked near $900bn (2014) and has sat around $500bn in recent years. Thats a $400bn/year shortfall vs the prior cycle peak roughly $1.1bn/day of missing investment."  
[X Link](https://x.com/DelB0yTr0tter/status/2018691293652889689)  2026-02-03T14:21Z [----] followers, [---] engagements


"I want XLE to go back to my cost basis so that I can back up the truck and load up"  
[X Link](https://x.com/DelB0yTr0tter/status/2018699654393700741)  2026-02-03T14:54Z [----] followers, [---] engagements


"XLE @DelB0yTr0tter Yes thanks for the XLE option idea. Up 30% in one day. @DelB0yTr0tter Yes thanks for the XLE option idea. Up 30% in one day"  
[X Link](https://x.com/DelB0yTr0tter/status/2018816551508725998)  2026-02-03T22:39Z [----] followers, [---] engagements


"@satoshi132009 @jagarciaortiz Thats one way to do it; yes Is that how you bought your Metaplanet"  
[X Link](https://x.com/DelB0yTr0tter/status/2019029166902132948)  2026-02-04T12:43Z [----] followers, [---] engagements


"XLE Bought more JAN [--] [----] [--] CALL Adequately allocated now"  
[X Link](https://x.com/DelB0yTr0tter/status/2019059586234564937)  2026-02-04T14:44Z [----] followers, [---] engagements


"STND NEW POSITION Uranium Highly speculative This is a lottery ticket. Small allocation enough. Buying the company for 90cents on the dollar I like a nice little bargain Cc: @mc_khristina https://t.co/guvqWJuvWx NEW POSITION Uranium Highly speculative This is a lottery ticket. Small allocation enough. Buying the company for 90cents on the dollar I like a nice little bargain Cc: @mc_khristina https://t.co/guvqWJuvWx"  
[X Link](https://x.com/DelB0yTr0tter/status/2019131123335667973)  2026-02-04T19:29Z [----] followers, [----] engagements


"XLE First Roll Executed. Waters Tested. Based on the first tranche of the broader XLE position approximately 20% of deployed capital has already been released back into the account as realised cash while maintaining full notional exposure on this tranche at [----] contracts. This was achieved inside [--] hours of initial deployment. That is an excellent early outcome and exactly how the process is designed to function. Capital is recycled first. Optionality is preserved second. Time and volatility do the rest. The objective from here is clear and deliberate Continue a sequence of disciplined"  
[X Link](https://x.com/DelB0yTr0tter/status/2019147003071197250)  2026-02-04T20:32Z [----] followers, [----] engagements


"MACRO [--] year U.S. Treasury yield compressing under a clear downward sloping trendline after a multi year hiking cycle. The [--] year is the purest expression of policy expectations. If this trend line breaks (up) it would imply (in plain terms) that policy is tighter for longer than the market believed. A rising [--] year: [--]. Raises discount rates [--]. Tightens credit availability [--]. Hits rate sensitive assets first This is anti duration and anti multiple expansion and THIS dynamic is more than likely a. major contributing factor to the equities sell off. 2YR and the SOFR (3.69 now from 3.64) have"  
[X Link](https://x.com/DelB0yTr0tter/status/2019255003450683667)  2026-02-05T03:41Z [----] followers, [---] engagements


"MACRO Where this argument usually fails is the leap from aging is disinflationary to therefore we get a sustained system wide deflationary contraction. Macro isnt a courtroom. It would be a category error to assume it is. In other words it is not about ruling in or ruling out binary outcomes. Its about assigning probabilities. And the probability of a sustained deflationary regime in the U.S. is low given the dominant forces at work. Yes aging demographics can reduce trend real growth. But they also constrain labor supply raise dependency ratios and push wages services inflation healthcare"  
[X Link](https://x.com/DelB0yTr0tter/status/2019256818493714894)  2026-02-05T03:48Z [----] followers, [----] engagements


"In dollar terms year to date inflows into semiconductors are more than five times larger than those of any other industry. This single YTD accumulation already represents roughly half of total semiconductor demand recorded in all of [----] and exceeds the entire full year [----] demand of every other industry outside semiconductors. (Source: MS) The unwind is going to take a while when the trade is this crowded. https://twitter.com/i/web/status/2019469567312249306 https://twitter.com/i/web/status/2019469567312249306"  
[X Link](https://x.com/DelB0yTr0tter/status/2019469567312249306)  2026-02-05T17:53Z [----] followers, [---] engagements


"Who is the lovely lady sitting behind Secretary Bessent"  
[X Link](https://x.com/DelB0yTr0tter/status/2019614999631827281)  2026-02-06T03:31Z [----] followers, [---] engagements


"I changed my mind. 30k is the new 50k. @gozamah Institutional adoption of BTC is happening Is it Yes. I have said repeatedly there is money to be made; as its the case with any asset. At 200WMA I will be step in and buy in size. Thats around 50k USD. @gozamah Institutional adoption of BTC is happening Is it Yes. I have said repeatedly there is money to be made; as its the case with any asset. At 200WMA I will be step in and buy in size. Thats around 50k USD"  
[X Link](https://x.com/DelB0yTr0tter/status/2019619640251675132)  2026-02-06T03:50Z [----] followers, [----] engagements


"MACRO Claude Opus [---] is priced at $5 / $25 per million tokens. Thats not cheap AI thats metered intelligence. Now do the math. Persistent agents 1M-token context continuous reasoning loops = industrial-scale compute. Data centres already consume 1-2% of global electricity and are the fastest-growing source of incremental power demand. This is not a software bottleneck. Its energy grid capacity and fuel availability. If AI capability were fully unleashed today there is not enough reliable power on the planet to support it. AI isnt free. Intelligence has a marginal cost. And that cost is"  
[X Link](https://x.com/DelB0yTr0tter/status/2019757108477251942)  2026-02-06T12:56Z [----] followers, [---] engagements


"MACRO Claude Opus [---] is priced at $5 / $25 per million tokens. Thats not cheap AI thats metered intelligence. Now do the maths. Persistent agents 1M-token context continuous reasoning loops = industrial-scale compute. Data centres already consume 1-2% of global electricity and are the fastest-growing source of incremental power demand. This is not a software bottleneck. Its energy grid capacity and fuel availability. If AI capability were fully unleashed today there is not enough reliable power on the planet to support it. AI isnt free. Intelligence has a marginal cost. And that cost is"  
[X Link](https://x.com/DelB0yTr0tter/status/2019761338541875549)  2026-02-06T13:13Z [----] followers, [---] engagements


"Its hard to build a probability weighted case where the market doesnt read Q4 earnings from silver miners as constructive. Q4 wasnt about headline revenue. It was about operating leverage. Higher realised silver prices vs Q3 flowed into a cost base that largely did not re-accelerate while sustaining CapEx stayed broadly fixed. That combination drives non-linear FCF expansion. which should be rewarded handsomely by a fair and functioning market through higher cash flow multiples improved capital allocation optionality and a structurally higher valuation floor. What the market will focus on vs"  
[X Link](https://x.com/DelB0yTr0tter/status/2019989083699958011)  2026-02-07T04:18Z [----] followers, [----] engagements


"@samlampaert What rating"  
[X Link](https://x.com/DelB0yTr0tter/status/2020053682537337208)  2026-02-07T08:35Z [----] followers, [--] engagements


"Richard is a good man"  
[X Link](https://x.com/DelB0yTr0tter/status/2020164915030618398)  2026-02-07T15:57Z [----] followers, [---] engagements


"This is the early phase of a sector rotation. The S&P [---] does not need to crash for XLE to move materially higher. Energy can generate substantial absolute upside through relative re-rating and capital rotation alone. On a relative value basis the skew is decisively in favour of energy. Valuations cash flow yields and positioning remain asymmetric versus the broader market creating a setup where XLE can appreciate meaningfully even in a flat or grinding SPY environment. This is THE trade for [----]. Make no mistake. @DelB0yTr0tter sticky repricing underway or foreshadowing spy pullback seems"  
[X Link](https://x.com/DelB0yTr0tter/status/2020386035822391517)  2026-02-08T06:35Z [----] followers, [----] engagements


"Zoom in. 'Technical analysis' without the circus. No indicators no scribbles. just moving averages and one horizontal line. 'Technical analysis' without the circus. No indicators no scribbles. just moving averages and one horizontal line"  
[X Link](https://x.com/DelB0yTr0tter/status/2020732518702756309)  2026-02-09T05:32Z [----] followers, [----] engagements


"RIG Judy announced acquisition of VAL Just about to roll VAL options to TP whilst maintaining full notional exposure"  
[X Link](https://x.com/DelB0yTr0tter/status/2020869480772170076)  2026-02-09T14:36Z [----] followers, [----] engagements


"M&A NEWS https://www.globenewswire.com/news-release/2026/02/09/3234443/0/en/Transocean-to-Acquire-Valaris.html RIG Judy announced acquisition of VAL Just about to roll VAL options to TP whilst maintaining full notional exposure https://t.co/IyKgXZnnPr https://www.globenewswire.com/news-release/2026/02/09/3234443/0/en/Transocean-to-Acquire-Valaris.html RIG Judy announced acquisition of VAL Just about to roll VAL options to TP whilst maintaining full notional exposure https://t.co/IyKgXZnnPr"  
[X Link](https://x.com/DelB0yTr0tter/status/2020871664519835681)  2026-02-09T14:45Z [----] followers, [----] engagements


"@Akira_USA2 Beta"  
[X Link](https://x.com/DelB0yTr0tter/status/2020882770176987584)  2026-02-09T15:29Z [----] followers, [---] engagements


"This is where the outperformance will be generated in the months and years ahead. The same dynamic applies across commodities. Capital is migrating toward scarcity cash-flow durability and real assets after a decade of financialisation. The dispersion is only just beginning. https://twitter.com/i/web/status/2021054071248126447 https://twitter.com/i/web/status/2021054071248126447"  
[X Link](https://x.com/DelB0yTr0tter/status/2021054071248126447)  2026-02-10T02:50Z [----] followers, [----] engagements


"MACRO GS forecasts [---] U.S. IPOs and $160bn in IPO proceeds in [----]. Context matters. Total market cap of all European exchanges combined: 14.1T (FESE) Europes entire equity capital raised in [----] (IPOs + follow-ons): 109bn Europes IPO proceeds in 2024: 15bn One U.S. channel (IPOs alone) is projected to rival or exceed Europes entire annual equity issuance. U.S. IPOs alone [--] Europes IPO market. This is why the [----] narrative that capital is flowing out of the U.S. into Europe was always egregious and nonsensical. Liquidity scale valuation depth risk capital and exit velocity remain"  
[X Link](https://x.com/DelB0yTr0tter/status/2021061918790996036)  2026-02-10T03:21Z [----] followers, [---] engagements


"The very fact that software is now the bearish consensus narrative is the exact reason I am going to go shopping for calls TODAY"  
[X Link](https://x.com/DelB0yTr0tter/status/2021083203143118854)  2026-02-10T04:46Z [----] followers, [----] engagements


"Microsoft now trades at a lower multiple than IBM"  
[X Link](https://x.com/DelB0yTr0tter/status/2021094769771020483)  2026-02-10T05:31Z [----] followers, [---] engagements


"@satoshi132009 Correct"  
[X Link](https://x.com/DelB0yTr0tter/status/2021104645305925706)  2026-02-10T06:11Z [----] followers, [--] engagements


"I don't get into execution details (for many reasons) but I will make an exception for you Joe on this occasion. target is to deliver/recoup 20% return on principal in order to qualify the roll. If the $ you collect is less than [--] then not worth rolling; yet. Higher the better. Roll down the strikes without shortening duration. January [----] is the minimum acceptable expiry of this. Read my posts. It's all there. https://twitter.com/i/web/status/2021114644778418250 https://twitter.com/i/web/status/2021114644778418250"  
[X Link](https://x.com/DelB0yTr0tter/status/2021114644778418250)  2026-02-10T06:50Z [----] followers, [--] engagements


"Ran the numbers. pass. The very fact that software is now the bearish consensus narrative is the exact reason I am going to go shopping for calls TODAY https://t.co/REOE4R6cfV The very fact that software is now the bearish consensus narrative is the exact reason I am going to go shopping for calls TODAY https://t.co/REOE4R6cfV"  
[X Link](https://x.com/DelB0yTr0tter/status/2021232564095049894)  2026-02-10T14:39Z [----] followers, [---] engagements


"MACRO Alphabets foray into CHF debt is not a one and done funding exercise. Its curve construction. Within [--] hours Alphabet issued benchmark scale debt across USD GBP (including a [---] year tranche) and CHF (3y-25y). That is deliberate yield curve engineering not opportunistic borrowing. For investors this matters. Youre not just buying tech credit . youre buying a repeat issuer that is building a liquid multi currency term structure with size frequency and depth. Thats how a corporate credit graduates into a quasi-sovereign reference curve. In CHF specifically Alphabet is tapping a capital"  
[X Link](https://x.com/DelB0yTr0tter/status/2021246619233239424)  2026-02-10T15:35Z [----] followers, [---] engagements


"Correct. That is one side of the coin. absent a timely directional move theta will relentlessly erode capital. In a sideways or adverse price regime theta and time decay become the dominant factor systematically impairing option value regardless of conviction. The position will go to zero very fast. This is precisely why structures like this are catalyst dependent. Without realised volatility or a decisive break in spot premium bleed is not a risk. it is a certainty. You are relying on the numbers predicting an outcome that is behind the curtain and not visible in the charts. Surgical level"  
[X Link](https://x.com/DelB0yTr0tter/status/2021271063322296665)  2026-02-10T17:12Z [----] followers, [---] engagements


"SILVER Shanghai price $96/oz (incl. VAT) source: The cost to airfreight silver from New York or London to Shanghai is approximately $2 /oz source: David Jensen COMEX price LIVE as of writing - $82.35 That's $14 arbitrage including shipping. throw in another $2 for other expenses. $12. This dynamic raises a strategic question: What unfolds next particularly if Chinas financial interests are aligned with maintaining 'lower' silver prices to protect domestic industrial demand while the U.S. tightens its grip over key supply routes https://en.shmet.com/Home https://en.shmet.com/Home"  
[X Link](https://x.com/DelB0yTr0tter/status/2021421233036984354)  2026-02-11T03:09Z [----] followers, [----] engagements


"MACRO [----] growth rates. LONG - EWZ LONG - EEM LONG - GGAL source: Soc Gen"  
[X Link](https://x.com/DelB0yTr0tter/status/2021442741599863197)  2026-02-11T04:34Z [----] followers, [---] engagements


"Work your arse off pay obscene taxes save diligently buy shitcoins with your savings because your favourite influencer charged you $50 a month subscription fee to tell you its going to the moon because he drew colourful lines on a chart that told him so. meanwhile the issuing entities selling you your beloved 'digital money' quietly pump all the cash you gave them straight into what they regard as the real 'store of value' JFC when are you people going to wake the fuck up This is absolutely hilarious LMFAO https://t.co/EAJbp9t8A9 This is absolutely hilarious LMFAO https://t.co/EAJbp9t8A9"  
[X Link](https://x.com/DelB0yTr0tter/status/2021447843656106029)  2026-02-11T04:54Z [----] followers, [----] engagements


"RBOB Gasoline futures jump +12% and not a single person is talking about it Monster chart Who is trading this thing"  
[X Link](https://x.com/DelB0yTr0tter/status/2021518065855533301)  2026-02-11T09:33Z [----] followers, [---] engagements


"@satoshi132009 I didnt have eyes on it and my cockpit didnt flag it up. There must be a glitch Joe Ill have to get on the tools and sort it ASAP Although having checked the exchange pricing I cant see the move on the front month contract Will investigate"  
[X Link](https://x.com/DelB0yTr0tter/status/2021530177562612176)  2026-02-11T10:22Z [----] followers, [--] engagements


"@Dan_BTC_2021 TYFYKWs. Yes XLE has plenty of room to run. Read my posts since October everything is there for you in detail. Any questions always feel free to ask. God bless"  
[X Link](https://x.com/DelB0yTr0tter/status/2021586157973143668)  2026-02-11T14:04Z [----] followers, [---] engagements


"I would allocate additional premium to extend tenor and purchase more theta. Absent deep expertise in derivatives short-dated optionality is best approached with caution. Adverse gamma dynamics can be unforgiving when positioning moves offside. All depends on your apetite for risk. https://twitter.com/i/web/status/2021589469800055264 https://twitter.com/i/web/status/2021589469800055264"  
[X Link](https://x.com/DelB0yTr0tter/status/2021589469800055264)  2026-02-11T14:17Z [----] followers, [---] engagements


"@Dan_BTC_2021 Top ticked it. Never chase. If you're chasing price you're too late"  
[X Link](https://x.com/DelB0yTr0tter/status/2021599387823083941)  2026-02-11T14:57Z [----] followers, [--] engagements


"You are generating suboptimal outcomes because the approach lacks rigour. No rational person would step into a UFC octagon and expect to prevail against pro athletes who have spent a lifetime refining their craft. Financial markets are no less unforgiving; in many respects they are more exacting than any blood sport. The cost of mistakes is real the learning curve is very expensive and the tolerance for error is effectively zero. If you do not possess a deep understanding of the instruments mechanics and risks involved a far more prudent course would be to confine exposure to physical gold"  
[X Link](https://x.com/DelB0yTr0tter/status/2021602211797889473)  2026-02-11T15:08Z [----] followers, [--] engagements


"GOLD Luke is spot on $20000 is probably on the low side"  
[X Link](https://x.com/DelB0yTr0tter/status/2021604350791983495)  2026-02-11T15:16Z [----] followers, [----] engagements


"@Dan_BTC_2021 last time I looked they were still very good value"  
[X Link](https://x.com/DelB0yTr0tter/status/2021617065053052968)  2026-02-11T16:07Z [----] followers, [--] engagements


"@skwny Precarious"  
[X Link](https://x.com/DelB0yTr0tter/status/2021798882217439422)  2026-02-12T04:09Z [----] followers, [---] engagements


"@satoshi132009 @skwny God bless you"  
[X Link](https://x.com/DelB0yTr0tter/status/2021815660943376782)  2026-02-12T05:16Z [----] followers, [--] engagements


"You are making an implicit assumption that the company would withstand a forced liquidation scenario. Such an outcome would represent not only a destabilising event for the company itself but also a serious blow to management credibility and by extension a material negative shock to bitcoin. Short of a hypothetical liquidation of the Satoshi wallet this arguably ranks among the most severe bearish threats to the broader HODL narrative that has been so forcefully promoted to retail investors for years. Constructing a logical and methodical case for maintaining this investment under prevailing"  
[X Link](https://x.com/DelB0yTr0tter/status/2021837387731808566)  2026-02-12T06:42Z [----] followers, [----] engagements


"rising. as price of underlying falls as precipitously as it has done of late. This is a loss making company (I'm talking about its actual operations not bitcoin) and its top line is shrinking at an alarming rate with a very concentrated balance sheet. Those are major red flags. There is a significant liability linked to the various debt instruments that rely on the sale of equity on a regular basis to be serviced. The entire market knows his liquidation price and he has open sourced his entire playbook which is an invitation for exploitation when there is such a big bounty up for grabs"  
[X Link](https://x.com/DelB0yTr0tter/status/2021860514633306194)  2026-02-12T08:14Z [----] followers, [--] engagements


"The persistent backwardation on the Shanghai Futures Exchange is a clear confirmation that Chinas silver market remains physically tight notwithstanding the recent stabilisation in COMEX pricing. The widening spread between the front month contract and the subsequent delivery further reinforces the signal that near term physical demand continues to outstrip available supply. Squeeeeeeze SILVER Shanghai price $96/oz (incl. VAT) source: https://t.co/PYk8Zi1Hit The cost to airfreight silver from New York or London to Shanghai is approximately $2 /oz source: David Jensen COMEX price LIVE as of"  
[X Link](https://x.com/DelB0yTr0tter/status/2021881396093149472)  2026-02-12T09:37Z [----] followers, [----] engagements


"@Dan_BTC_2021 link"  
[X Link](https://x.com/DelB0yTr0tter/status/2021970343343312944)  2026-02-12T15:31Z [----] followers, [--] engagements


"@cryptofordocs How is it bullish exactly if BTC doesnt go to 8k Lets say it goes to 30k. Explain your thought process with logic or this is just a futile exchange and total waste of time"  
[X Link](https://x.com/DelB0yTr0tter/status/2021974589396725968)  2026-02-12T15:48Z [----] followers, [--] engagements


"is Putin going to be reimbursed the [---] billion he is owed as part of this gig At first glance this appears predominantly USD centric. I will review it again in detail but my initial assessment is that the implications for the fiscal side are likely neutral. which is notable given that this is ultimately where the structural imbalance resides. There is no way Putin would but USTs. https://twitter.com/i/web/status/2021983821227581487 https://twitter.com/i/web/status/2021983821227581487"  
[X Link](https://x.com/DelB0yTr0tter/status/2021983821227581487)  2026-02-12T16:24Z [----] followers, [---] engagements


"@cryptofordocs how is the STRC yield paid"  
[X Link](https://x.com/DelB0yTr0tter/status/2021984889965568343)  2026-02-12T16:28Z [----] followers, [--] engagements


"Relative strength amongst a sea of red"  
[X Link](https://x.com/DelB0yTr0tter/status/2022014717653659697)  2026-02-12T18:27Z [----] followers, [---] engagements


"A strongly convex payoff reduces the need for heavy position sizing particularly when theta decay is pronounced - XHB and ITB I have a higher allocation to XLRE simply because it benefits from more time @DelB0yTr0tter Whats your sizing like Interesting trade @DelB0yTr0tter Whats your sizing like Interesting trade"  
[X Link](https://x.com/DelB0yTr0tter/status/2022016999933767953)  2026-02-12T18:36Z [----] followers, [---] engagements


"Keep buying the dip"  
[X Link](https://x.com/DelB0yTr0tter/status/2022029862962442358)  2026-02-12T19:27Z [----] followers, [---] engagements


"NEW POSITION SM ENERGY Sleeping giant. Incredible chart Unbelievable valuation - on every metric Declining share count [----] debt to asset ratio [----] debt to equity 4.11% dividend yield Rising dividend per share since [----] This is truly a monster I will be very keen to exercise these calls as part of a long term portfolio. https://twitter.com/i/web/status/2018362383203553282 https://twitter.com/i/web/status/2018362383203553282"  
[X Link](https://x.com/DelB0yTr0tter/status/2018362383203553282)  2026-02-02T16:34Z [----] followers, [----] engagements


"NEW POSITION PR - Permian Resources Corporation NYSE listed Oil & Gas Exploration & Production"  
[X Link](https://x.com/DelB0yTr0tter/status/2018376736845762869)  2026-02-02T17:31Z [----] followers, [----] engagements


"I see metals offered across the board for the next few months. The higher-probability path is lower first not higher. Vol reset of some sort before next leg would be a good sign to look out for. Vol is still outrageously high despite the correction. That $12bn slush fund isnt being deployed to chase highs. Serious money accumulates weakness not headlines. Prices need to be marked down before any credible accumulation phase begins. Only then do Jamie and his boys et al step in get positioned and run it hot. @DelB0yTr0tter Hey Derek when do you think Silver will stabilize and make a move for"  
[X Link](https://x.com/DelB0yTr0tter/status/2019763037486592276)  2026-02-06T13:20Z [----] followers, [----] engagements


"This process starts with an event driven thesis anchored in observable macro developments and hard data not narrative. I then scan for confirmatory signals across assets with particular weight given to derivatives positioning. Unusual concentrations of open interest are interpreted as evidence of capital commitment hedging demand and embedded volatility expectations. When that positioning aligns with the thesis it reinforces the probabilistic case. The objective is to avoid crowded consensus trades and instead target structural asymmetries. Alpha is typically generated at inflection points"  
[X Link](https://x.com/DelB0yTr0tter/status/2022120937437761964)  2026-02-13T01:29Z [----] followers, [---] engagements


"SILVER Agnico Eagle Mines (AEM) Reported results ahead of consensus across key metrics. Adjusted EPS: $2.70 vs $2.65 GAAP EPS: $3.04 vs $2.71 Revenue: $3.56B vs $3.45B OCF: $1.81B vs $1.42B FCF: $1.31B vs $1.18B EBITDA: $2.76B vs $2.47B Realised gold price: $4163 Operating margin: 73.5% [----] guidance: AISC: $14001450 Cash costs: $10201120 Midpoint implies 12% cost increase vs [----] Dividend raised 12.5% to $0.45 Share repurchases ongoing 3-year production outlook: 3.33.5Moz with improved [----] trajectory. https://twitter.com/i/web/status/2022125108362658232"  
[X Link](https://x.com/DelB0yTr0tter/status/2022125108362658232)  2026-02-13T01:46Z [----] followers, [----] engagements


"+17% up day in implied correlation is the market saying: dispersion is getting crushed; beta is back in charge""  
[X Link](https://x.com/DelB0yTr0tter/status/2022175686723842146)  2026-02-13T05:07Z [----] followers, [---] engagements


"Develop a mechanical mindset. Small steady and consistent wins compounded over a sustained period of time will generate significantly more growth for your p&l and personal development than the erroneous delusion that you can 10x your account in a year because some 'influencer' did it on YouTube. The former is a strategy the latter is a pipe dream. Living in the real world living in the dream world https://twitter.com/i/web/status/2022185908653764703 https://twitter.com/i/web/status/2022185908653764703"  
[X Link](https://x.com/DelB0yTr0tter/status/2022185908653764703)  2026-02-13T05:47Z [----] followers, [--] engagements


"I have a feeling Elon has a monster short position in MSFT waiting for the mother of all roll-overs"  
[X Link](https://x.com/DelB0yTr0tter/status/2022192036955533562)  2026-02-13T06:12Z [----] followers, [---] engagements


"Chart is from Barclays latest note"  
[X Link](https://x.com/DelB0yTr0tter/status/2022210942428443003)  2026-02-13T07:27Z [----] followers, [---] engagements


"Nobody comes even close. Buy me [---] billion of debt outside the US it will take six months. In US you can fill that order over the phone in matter of minutes"  
[X Link](https://x.com/DelB0yTr0tter/status/2022680064962490760)  2026-02-14T14:31Z [----] followers, [---] engagements


"SILJ THE FACTS THAT EVERYONE IS MISSING: Less than a year ago average silver AISC $20/oz. At $25 silver miners earned $5/oz. A 10M oz producer = $50m in annual operating profit. At $85 silver Same producers Margin = $65/oz. Same producers operating profit = $650m. Thats a 1200% increase in cash flow on a 240% move in the metal. This is operating leverage in its purest form. HISTORY IS CRYSTAL CLEAR: [----] - [----] silver bull market (facts): Silver: $4.60/oz in [----] peaking at $47.94/oz in April [----]. Approximate gain of +900% at the peak. Pan American Silver (PAAS): approximately $3-$4 per"  
[X Link](https://x.com/DelB0yTr0tter/status/2020408738553950635)  2026-02-08T08:05Z [----] followers, 152.1K engagements


"SPX vs RSP 10-day realised correlation is [----] vs a long run mean near [----]. That tells you the index is being driven by a narrow group of mega caps not broad participation. Low breadth = higher fragility higher dispersion higher volatility risk. Headline index strength market health. Its coming. Patience. https://twitter.com/i/web/status/2021082265632292909 https://twitter.com/i/web/status/2021082265632292909"  
[X Link](https://x.com/DelB0yTr0tter/status/2021082265632292909)  2026-02-10T04:42Z [----] followers, [---] engagements


"VIX 10x return profile"  
[X Link](https://x.com/DelB0yTr0tter/status/2022031543775244774)  2026-02-12T19:34Z [----] followers, [----] engagements


"80% YOY drop in crypto trading during back end of [----] and early [----] KOSPI - literally vertical. The degens in Korea DGAF about crypto anymore. They're balls deep in Samsung now KOSPI - literally vertical. The degens in Korea DGAF about crypto anymore. They're balls deep in Samsung now"  
[X Link](https://x.com/DelB0yTr0tter/status/2022194439696093426)  2026-02-13T06:21Z [----] followers, [---] engagements


"This app has officially reached peak delusion if a mumbling mess who can barely keep his teeth in his mouth is the new gold standard for investing. JFC if this is a 'legend' the entire industry is in a state of terminal decay. Times must be very hard"  
[X Link](https://x.com/DelB0yTr0tter/status/2022735212472603090)  2026-02-14T18:10Z [----] followers, [---] engagements


"@jttrandahl Yes. I did with SILJ and XLE. I like to buy early and cheap. Once price runs I let it be and move on to the next one"  
[X Link](https://x.com/DelB0yTr0tter/status/2022745640707776744)  2026-02-14T18:51Z [----] followers, [--] engagements


"Exponential growth happing in real time and $MOVR is going to cause tectonic shifts across the L1 space sooner than people think. That big retrace that most people are waiting for will never come. There are no VCs and nobody is selling at these prices.#uponly Already 29k $MOVR holders. Quickly growing day per day $KSM $DOT Already 29k $MOVR holders. Quickly growing day per day $KSM $DOT"  
[X Link](https://x.com/anyuser/status/1437396833047822340)  2021-09-13T12:44Z [----] followers, [--] engagements


"Dumb money constantly looking at price. Smart money focused on mcap relative to value and total addressable market. Make no mistake understanding value relative to where mcap is today is the most accurate precursor for future trajectory of price $MOVR grossly undervalued"  
[X Link](https://x.com/anyuser/status/1438787545270194177)  2021-09-17T08:50Z [----] followers, [---] engagements


"I have already commented but retweeting here as well to show support for Chico Crypto as somebody who goes out of his way to spread alpha way too regularly. @LeaksBlockchain All the best mate 🤝 So I've Been A @Ledger Affiliate For Years. Making Them Thousands of Sales. Ive Contacted Support as Im Locked Out of My Acct Due to A Change From Their Secret Key To a Acct/PW System They Have Ghosted Me & Now Arent Replying to Any of My Inquiries WTF @Ledger_Support So I've Been A @Ledger Affiliate For Years. Making Them Thousands of Sales. Ive Contacted Support as Im Locked Out of My Acct Due to A"  
[X Link](https://x.com/anyuser/status/1439257519243907074)  2021-09-18T15:58Z [----] followers, [--] engagements


"@DeepDishCrypto $MOVR is going to dwarf any other returns. This is one of those opportunities that you dont want to miss @DeepDishCrypto"  
[X Link](https://x.com/anyuser/status/1439591553845141507)  2021-09-19T14:05Z [----] followers, [--] engagements


"@D0tSama @SoberPhilip Viral quality content here ☝🏼 $MOVR"  
[X Link](https://x.com/anyuser/status/1439669900092575748)  2021-09-19T19:17Z [----] followers, [--] engagements


"Buying the $MOVR dip hard this morning ROI will be beyond belief on any basis be it annually monthly or quarterly. Fastest horse in the L1 race by a mile"  
[X Link](https://x.com/anyuser/status/1439860779713507330)  2021-09-20T07:55Z [----] followers, [---] engagements


"@gavofyork @Polkadot @kusamanetwork $ETH is the horse and carriage of [----] @gavin is doing to crypto what Henry Ford did to the automobile industry and @DonnieBigBags is the Sir Alex Ferguson of this whole space on his way to smash every record in existence starting with $MOVR and then the rest"  
[X Link](https://x.com/anyuser/status/1439978662061912069)  2021-09-20T15:44Z [----] followers, [--] engagements


"Rapid ascent of L1 protocols to top [--] largest crypto assets on @CoinMarketCap underscores the TRUE potential for $MOVR The built-in EVM compatibility of $MOVR makes interopabality with $ETH effortless secure and scalable. How many do the L1s in top [--] are EVM compatible"  
[X Link](https://x.com/anyuser/status/1440215406334013450)  2021-09-21T07:24Z [----] followers, [---] engagements


"What an amazingly informative thread by @mar1dev highlighting the key characteristics of #Moonsama #NFT collection This is a must read if you have a nose for finding arb opportunities and hidden gems that will become your next 10x - 100x NFT investments 🚀🚀🚀 THREAD As promised I'm coming back with #moonsama rarities traits. I'll probably finish the automated tool tomorrow but here is the data table : https://t.co/u1bfc1B7ai THREAD As promised I'm coming back with #moonsama rarities traits. I'll probably finish the automated tool tomorrow but here is the data table : https://t.co/u1bfc1B7ai"  
[X Link](https://x.com/anyuser/status/1440671608151044103)  2021-09-22T13:37Z [----] followers, [--] engagements


"$32000 from approximately $300 within a matter of days How do you like them #moonsama apples (birds) 🔥🔥🔥 FOMO is real Congratulations to @iamsamitpatel Who knew birds could fly The latest #moonsama birds selling for 100+ #MOVR This project is only [--] day old. @DonnieBigBags you are a legend for this one https://t.co/gY3NCCwwOj Who knew birds could fly The latest #moonsama birds selling for 100+ #MOVR This project is only [--] day old. @DonnieBigBags you are a legend for this one https://t.co/gY3NCCwwOj"  
[X Link](https://x.com/anyuser/status/1440728026304503816)  2021-09-22T17:21Z [----] followers, [--] engagements


"8bn people on planet. 125m access crypto today. From that 50% even know about NFTS let alone own one which means youre in something ridiculous like 0.8% of the overall adoption @DonnieBigBags is already working on taking a whole army of bird lovers to the Metaverse"  
[X Link](https://x.com/anyuser/status/1440808085887455239)  2021-09-22T22:39Z [----] followers, [--] engagements


"#MoonsamaNFT developing at an exponential pace Filters and many more UI/UX specific features being added to maximise activity. Expect absolute chaos from @DonnieBigBags and the crew 🔥 Filters are nearly ready for Moonsama. Should be pushed out in the next update. Many more upgrades to come. Makes the marketplace easier to navigate when you're looking for a pink canary smoking a cigar wearing sunglasses and boxing gloves. $MOVR $KSM https://t.co/PDvltyNi13 Filters are nearly ready for Moonsama. Should be pushed out in the next update. Many more upgrades to come. Makes the marketplace easier"  
[X Link](https://x.com/anyuser/status/1441078559053950983)  2021-09-23T16:34Z [----] followers, [--] engagements


"@CryptoCapo_ The fastest horse in the #altcoin market is $MOVR and the biggest moonshot #nft token is #MoonsamaNFT 🔥🔥🔥🔥🔥 No shill ❌ Just pure Alpha ✅ http://Moonsama.com http://Moonsama.com"  
[X Link](https://x.com/anyuser/status/1441141443477733377)  2021-09-23T20:44Z [----] followers, [--] engagements


"@Ralvero @Trobriand15 $MOVR about to make some serious $MOVR (s)"  
[X Link](https://x.com/anyuser/status/1441394033025183748)  2021-09-24T13:28Z [----] followers, [--] engagements


"For all you young millennials out there selling your @MoonsamaNFT for peanuts thinking youve crushed it This can be you at [--] All you have to do is #HODL @DonnieBigBags is going to SEND IT to another stratosphere and he is taking you all on the rocket 🚀"  
[X Link](https://x.com/anyuser/status/1441436330697924612)  2021-09-24T16:16Z [----] followers, [--] engagements


"BULLISH $MOVR 🚀 I'm not sure what happened to $MOVR but they've DOUBLED their TVL in the last [--] hours to 200M$+ They have surpassed $RUNE $XTZ and $ONE which are all valued multiple times higher than MOVR Someone is clearly preparing for $SUSHI and more T1 exchanges and having balls of steel I'm not sure what happened to $MOVR but they've DOUBLED their TVL in the last [--] hours to 200M$+ They have surpassed $RUNE $XTZ and $ONE which are all valued multiple times higher than MOVR Someone is clearly preparing for $SUSHI and more T1 exchanges and having balls of steel"  
[X Link](https://x.com/anyuser/status/1441746256284422151)  2021-09-25T12:47Z [----] followers, [--] engagements


"To put things into perspective about the possibilities and upside potential with #Moonsama #NFT OpenSea has an ATH record month in August with $3.5bn of GMV (Gross Merchanise Value) Yes you did read that correctly [---] BILLION dollars in one month 🤯 Expect Chaos"  
[X Link](https://x.com/anyuser/status/1441825751444099073)  2021-09-25T18:03Z [----] followers, [--] engagements


"@crypto_birb #MoonsamaNFT is Ace of Spades ♠ Unrivalled fundamentals💯 Grossly undervalued 💰 Fastest horse in the race 💨💨💨 🔥 No shill ❌ Pure Alpha ✅ http://www.Moonsama.com http://www.Moonsama.com"  
[X Link](https://x.com/anyuser/status/1442121535507030016)  2021-09-26T13:39Z [----] followers, [--] engagements


"@elliotrades shinning a light on the big elephant in the room $DOT The darling of this channel. Bullish momentum behind $MOVR is undeniably strong Expect violent moves to the upside when we transition out of this current bout of accumulation 🔥 https://youtu.be/Lymy6gJvPgg https://youtu.be/Lymy6gJvPgg"  
[X Link](https://x.com/anyuser/status/1442200432538005516)  2021-09-26T18:52Z [----] followers, [--] engagements


"@LunarCRUSH [--]. Buy $MOVR 🔥 [--]. Stake $MOVR 💰 [--]. Repeat [--] & [--] 🎯 [--]. Add @MoonsamaNFT 💯"  
[X Link](https://x.com/anyuser/status/1442417312418648065)  2021-09-27T09:14Z [----] followers, [---] engagements


"If youre into the whole #NFT revolution and still havent even discovered @MoonsamaNFT then you got to have a serious word with yourself and consider serious NGMI possibilities. 💰💰💰 Full #Metaverse utility being launched soon with #airdrops 🔥 http://moonsama.com http://moonsama.com"  
[X Link](https://x.com/anyuser/status/1442457695198404608)  2021-09-27T11:54Z [----] followers, [--] engagements


"@MeekMill @MoonsamaNFT is where the opportunities are TODAY #Punks were the right investment this time LAST YEAR. [--] year in #crypto = [--] years in traditional world. From $0 to $20.0m in less than two weeks. Capped to [----] #NFTs + #Metaverse compatible. http://moonsama.com http://moonsama.com"  
[X Link](https://x.com/anyuser/status/1443156509865676811)  2021-09-29T10:11Z [----] followers, [--] engagements


"$MOVR rocket-ship quietly loading up the fuel tank before takeoff 🚀🚀🚀 @TiggersCrypto laying out the facts 👇🏻 $MOVR is consolidating now but its TVL approaching 250M$ and wallets approaching 50K tells us a different story considering it literally just launched The fact that it's the ONLY project on KSM's and Gavin Wood's Twitter that they were confident to shill should tell you enough $MOVR is consolidating now but its TVL approaching 250M$ and wallets approaching 50K tells us a different story considering it literally just launched The fact that it's the ONLY project on KSM's and Gavin"  
[X Link](https://x.com/anyuser/status/1443553406061367296)  2021-09-30T12:28Z [----] followers, [---] engagements


"$MOVR has been steadily consolidating within the [-----] and [-----] fib range 📈 Building up a solid foundation for the next leg up 💥💥💥💥 I am watching for break of the diagonal trend line at around the [---] mark for confirmation of LIFT-OFF🚀🚀🚀🚀 LFG 🔥🔥🔥🔥"  
[X Link](https://x.com/anyuser/status/1443900557786296322)  2021-10-01T11:28Z [----] followers, [--] engagements


"@DonnieBigBags History in the making @DonnieBigBags making moves at the speed of light🔥 Lets not forget the fact that this #NFT was launched two weeks ago Next stop #metaverse 🔥🔥🔥🔥🔥"  
[X Link](https://x.com/anyuser/status/1443942181811769344)  2021-10-01T14:13Z [----] followers, [--] engagements


"Nobody brings the up-to-minute $MOVR news better than my friend @Trobriand15 🤝 Absolute 🔥 This thread is a MUST READ 1/ It's time for my recap of $MOVR cw38 What happened onchain what has been deployed how are the figures $GLMR $DOT $ETH $BTC $KSM As a starter here is a link to my last recap of cw37: https://t.co/Se0qd1eVdA 1/ It's time for my recap of $MOVR cw38 What happened onchain what has been deployed how are the figures $GLMR $DOT $ETH $BTC $KSM As a starter here is a link to my last recap of cw37: https://t.co/Se0qd1eVdA"  
[X Link](https://x.com/anyuser/status/1443970758317854721)  2021-10-01T16:07Z [----] followers, [--] engagements


"@DonnieBigBags @gavofyork Well played @gavofyork Nobody deserves this more than @DonnieBigBags (the hardest working man in the room) Congrats Don"  
[X Link](https://x.com/anyuser/status/1444377615918407685)  2021-10-02T19:03Z [----] followers, [--] engagements


"The masses are arriving Face melting $MOVR moves incoming imminently 📈 $MOVR It's one of the most bullish daily charts https://t.co/7d1uRMOZwS $MOVR It's one of the most bullish daily charts https://t.co/7d1uRMOZwS"  
[X Link](https://x.com/anyuser/status/1444662458380079106)  2021-10-03T13:55Z [----] followers, [---] engagements


"Me buying your #MoonsamaNFT under [---] $MOVR floor (typo in the last tweet 🤣) Hold tight brah Hold tight"  
[X Link](https://x.com/anyuser/status/1445005755543867397)  2021-10-04T12:39Z [----] followers, [--] engagements


"$MOVR about to explode"  
[X Link](https://x.com/anyuser/status/1445479370127118342)  2021-10-05T20:01Z [----] followers, [--] engagements


"If you are not mega bullish $DOT and $KSM then youre doing this WRONG Numbers never lie 🔥🔥🔥🔥🔥🔥 GitHub Weekly Development Activity: #1: [---] Kusama #2: [---] Polkadot-new #3: [---] Cardano #4: [---] Gnosis-gno #5: [---] Ethereum #6: [---] Solana #7: [---] Flow #8: [---] Status #9: [---] Decentraland #10: [---] Defichain GitHub Weekly Development Activity: #1: [---] Kusama #2: [---] Polkadot-new #3: [---] Cardano #4: [---] Gnosis-gno #5: [---] Ethereum #6: [---] Solana #7: [---] Flow #8: [---] Status #9: [---] Decentraland #10: [---] Defichain"  
[X Link](https://x.com/anyuser/status/1446510094083137551)  2021-10-08T16:17Z [----] followers, [--] engagements


"$MOVR chart looks solid. Floor is holding strong right above weekly low. 🔥 LIFT-OFF is going to melt faces 🚀"  
[X Link](https://x.com/anyuser/status/1447193422167777292)  2021-10-10T13:32Z [----] followers, [--] engagements


"@DonnieBigBags @MarsEcosystem @SaturnbeamFi @ContinueFund @KernelVentures @FoundationYbb @cardinalpitch @7StarLabs @BellaProtocol This is why @DonnieBigBags is a one in a million. Who else does this Who else puts their own neck on the line for the community Nobody"  
[X Link](https://x.com/anyuser/status/1447213151703945222)  2021-10-10T14:51Z [----] followers, [--] engagements


"Bonus tip: STAKE $MOVR"  
[X Link](https://x.com/anyuser/status/1447968878513074180)  2021-10-12T16:54Z [----] followers, [--] engagements


"@tokenmetricsinc $MOVR without a shadow of doubt"  
[X Link](https://x.com/anyuser/status/1448249930003501061)  2021-10-13T11:31Z [----] followers, [--] engagements


"$OHM launching on $MOVR RomeDAO 🔥 Source: @DonnieBigBags https://medium.com/@RomeDAO/introducing-rome-fd5db384daff https://medium.com/@RomeDAO/introducing-rome-fd5db384daff"  
[X Link](https://x.com/anyuser/status/1449844193032015880)  2021-10-17T21:06Z [----] followers, [--] engagements


"@DonnieBigBags @cosmos @kusamanetwork @gavofyork started pioneering this unique architecture in [----] & the fact that other established blockchains are now starting to fully grasp the integral role that $KSM plays is in itself the biggest vote of confidence on how far ahead of the curve $DOT actually is Mega bullish"  
[X Link](https://x.com/anyuser/status/1450521107040251913)  2021-10-19T17:55Z [----] followers, [--] engagements


"The most rewarding aspect of having first $MOVR advantage is that once youve gotten in early and packed your big fat bag at rock bottom prices before the big accounts is that once theyre onboard you just sit back chill & let them do the donkey work with their megaphone 📈 Few"  
[X Link](https://x.com/anyuser/status/1451201829874790413)  2021-10-21T15:00Z [----] followers, [--] engagements


"This is what exponential growth looks like in real time $MOVR daily transactions on a tear with continual deployments in the pipe The tailwind and gargantuan momentum thats building behind this absolute monster of L1 is increasing daily 🔥 Nobody is bullish enough Nobody"  
[X Link](https://x.com/anyuser/status/1458026468697677830)  2021-11-09T10:59Z [----] followers, [---] engagements


"$MOVR is going to melt A LOT of faces off sooner than many expect🔥"  
[X Link](https://x.com/anyuser/status/1458346552351723524)  2021-11-10T08:11Z [----] followers, [--] engagements


"I recently did a thread on the incredible brains behind @MoonsamaNFT and remain convinced that #Moonsama will be amongst the most sought after bluechip #NFT collectibles that will rival the current leading contenders battling for the top spots on @opensea Own up which one of you has been sweeping up the floor on the @MoonsamaNFT's Last night was awesome thank you to the 120+ players who joined in again for the weekly Alpha test. We're going to keep working hard on this it's the most fun I've experienced in crypto. https://t.co/ly4tOX7Fhf Own up which one of you has been sweeping up the floor"  
[X Link](https://x.com/anyuser/status/1460242611621580803)  2021-11-15T13:45Z [----] followers, [--] engagements


"@binance doesnt have enough $MOVR Its only a matter of time before this sleeping giant wakes up and with limited liquidity supply and demand alone will send the charts parabolic Its a matter of when not if 🔥"  
[X Link](https://x.com/anyuser/status/1461300115453493251)  2021-11-18T11:47Z [----] followers, [--] engagements


"First @binance suspended $MOVR withdrawals and now you cant even move your $MOVR out of @kucoincom either Thats [--] out of [--] CEXs basically confirming they dont have enough $MOVR running low levels of liquidity Price is about to melt faces off 🔥"  
[X Link](https://x.com/anyuser/status/1461970207811985413)  2021-11-20T08:10Z [----] followers, [---] engagements


"@muksell @binance @kucoincom Too much supply is locked up staked. Theres hardly any liquidity left and order books need depth to prevent big price spikes and thats exactly what is about to happen to $MOVR Gigantic price spike on the cards 100% 🔥"  
[X Link](https://x.com/anyuser/status/1462057442393657351)  2021-11-20T13:57Z [----] followers, [--] engagements


"Make no mistake about who is winning this war"  
[X Link](https://x.com/anyuser/status/1501903979650899977)  2022-03-10T12:53Z [----] followers, [--] engagements


"My goodness Who would have thought that a dog $wif a hat would end up smoking every meme coin in [----] (and probably go on an absolute tear in2024). This thing hasnt even started to go bananas amongst the mainstream yet. Network effects on steroids last tweet about $WIF. this is going to sound borderline redacted (esp to the serious gang) but memes have solidified itself in crypto culture. dog wif hats is the most scalable scalable meme much more than $doge $shib $pepe. there are [--] components to my thesis a🧵 https://t.co/02oNSVbKCe last tweet about $WIF. this is going to sound borderline"  
[X Link](https://x.com/anyuser/status/1737771486058774782)  2023-12-21T09:46Z [----] followers, 39.3K engagements


"Slowly then suddenly they will all be bringing the dong $WIF hat home Dogwifhat is listed in the https://t.co/vCNztATkNg App 🔔 Purchase $WIF at true cost with USD EUR GBP and 20+ fiat currencies. Download the App to start trading #WIF now 👉 https://t.co/jt6bDD8HsI For more details - https://t.co/SB6YLBqUIN @dogwifcoin https://t.co/V9OfthDxX5 Dogwifhat is listed in the https://t.co/vCNztATkNg App 🔔 Purchase $WIF at true cost with USD EUR GBP and 20+ fiat currencies. Download the App to start trading #WIF now 👉 https://t.co/jt6bDD8HsI For more details - https://t.co/SB6YLBqUIN @dogwifcoin"  
[X Link](https://x.com/anyuser/status/1739191103285305432)  2023-12-25T07:47Z [----] followers, [----] engagements


"$WIF is now officially recognised as a bellwether for the overall crypto momentum. This is the best (free) PR with a global reach for brand recognition and beyond bullish for the future trajectory of the dog wif hat pa Bitcoin dropped below $42000 for the first time in a week and the recent rally in memecoins such as Dogwifhat and Bonk off has started to show signs of stalling https://t.co/lXo8YtT4Qi Bitcoin dropped below $42000 for the first time in a week and the recent rally in memecoins such as Dogwifhat and Bonk off has started to show signs of stalling https://t.co/lXo8YtT4Qi"  
[X Link](https://x.com/DelB0yTr0tter/status/1739967859110154247)  2023-12-27T11:13Z [----] followers, 22.9K engagements


"Who is their right fukcing mind would sell #BTC miners here $CLSK $MARA $BITF $IREN $CIFR $RIOT"  
[X Link](https://x.com/anyuser/status/1764808819710791990)  2024-03-05T00:23Z [----] followers, 14.1K engagements


"@fundstrat Tom 🔥"  
[X Link](https://x.com/anyuser/status/1793352040023719997)  2024-05-22T18:43Z [----] followers, 11.1K engagements


"Who is buying this beautiful little $MSTR dip then"  
[X Link](https://x.com/anyuser/status/1851616057150132633)  2024-10-30T13:24Z [----] followers, [----] engagements


"This is the single most important catalyst for $MSTR We need people like Sina to continue beating this drum in disbelief while the stock rips 45% in a month If you exclude the Bitcoin side the rest of $MSTR is not healthy. Revenues going down. They did not even experience much nominal growth after all that COVID stimulus and inflation. Huge SGA. Net loss in most quarters. https://t.co/wq1sClcs95 If you exclude the Bitcoin side the rest of $MSTR is not healthy. Revenues going down. They did not even experience much nominal growth after all that COVID stimulus and inflation. Huge SGA. Net loss"  
[X Link](https://x.com/anyuser/status/1852242503958659209)  2024-11-01T06:53Z [----] followers, [----] engagements


"Will $MSTR open above $333 tomorrow or below"  
[X Link](https://x.com/anyuser/status/1855583565854994593)  2024-11-10T12:09Z [----] followers, 55K engagements


"$MSTR is it just me"  
[X Link](https://x.com/anyuser/status/1856727801824530795)  2024-11-13T15:56Z [----] followers, [----] engagements


"Passive index funds and ETFs are not buying $MSTR until COB Friday at the very earliest due to tracking error. MicroStrategy is not technically part of the index as of yet"  
[X Link](https://x.com/anyuser/status/1870404318785892584)  2024-12-21T09:41Z [----] followers, 11.8K engagements


"Common equity should outperform preferred in theory and all things being equal. The recent outperformance of the preferred equities was to an extent by design and a function of (under)valuation in an effort to drum up interest in new instruments that the market simply did not underhand"  
[X Link](https://x.com/anyuser/status/1943105215823233044)  2025-07-10T00:29Z [----] followers, [----] engagements


"You make your money when you buy not when you sell $MTPLF @metaplanet [----] Added more @metaplanet today and will continue to accumulate for as long as price remains under [--] dollars https://t.co/datUn1xIEm Added more @metaplanet today and will continue to accumulate for as long as price remains under [--] dollars https://t.co/datUn1xIEm"  
[X Link](https://x.com/anyuser/status/1947570521568383423)  2025-07-22T08:12Z [----] followers, [----] engagements


"CoreWeave $50 billion company [---] MW projected for [----] () Iris Energy $5 billion company [----] MW of power capacity TODAY (not to mention the NVIDIA Blackwell GPU pipeline) Either $CRVW is too expensive or $IREN is too cheap by a factor of [--] at a minimum"  
[X Link](https://x.com/anyuser/status/1960226927479783857)  2025-08-26T06:24Z [----] followers, [----] engagements


"$1.64B of fresh capital is in play for Metaplanet. The international equity raise of 130.3B ($876M) adds 555M new shares (43% on top of the existing 740M) and is scheduled for pricing Sept [---] with settlement Sept [----]. The earliest a BTC deployment could be announced is Monday Sept [--]. At current prices $876M would purchase [----] BTC. This additional BTC lifts NAV and provides a higher base for the 25% cap enabling a larger capacity for preferred issuance of up to 113.5B ($763M). This tranche could follow in late September but likely in October. Whether the full 25% is absorbed immediately"  
[X Link](https://x.com/anyuser/status/1963147687810990201)  2025-09-03T07:50Z [----] followers, [----] engagements


"@a_musingcat @chamath Chamath"  
[X Link](https://x.com/anyuser/status/1963856746075570323)  2025-09-05T06:48Z [----] followers, 64.3K engagements


"Metaplanet is about to emerge as the clear net beneficiary of all the MSTR drama and is set to outperform from here on every metric and by a wide margin"  
[X Link](https://x.com/anyuser/status/1964963202867036468)  2025-09-08T08:05Z [----] followers, [----] engagements


"Metaplanets recent FTSE index inclusion (effective Sept [--] 2025) marks a pivotal institutional milestone. After raising $1.4B USD for Bitcoin acquisitions Im conservatively estimate total NAV by backing out the reported $2.74B market cap (Sept 2025) at a 1.6x mNAV premium. This implies a NAV of $1.71B before the raise; adding $1.4B raise increases NAV to $3.11B. Applying the 1.6x premium the implied market cap is now $4.98B. Metaplanet joins the FTSE Global Mid Cap FTSE Developed and FTSE All-World indices with a free float-adjusted market cap of approximately $4.51B weighted by 90.6% free"  
[X Link](https://x.com/anyuser/status/1968998025956864034)  2025-09-19T11:18Z [----] followers, 20.5K engagements


"Metaplanets recent conduct borders on outright misrepresentation. By selectively granting preferential terms to incoming institutional capital rather than offering parity of access to its long standing retail shareholder base management has not only alienated its most loyal investors but also signalled that expedient liquidity outweighed equitable capital formation. It is highly probable that retail shareholders given the same entry price would have significantly expanded their positions leaving the company with a stronger equity cushion and without the reputational damage now inflicted. The"  
[X Link](https://x.com/DelB0yTr0tter/status/1971135628088836328)  2025-09-25T08:52Z [----] followers, 96.3K engagements


"Simon Gerovich is not Michael Saylor and Metaplanet ($3.8b mcap) is far from being in the same strategic or capital market position as MicroStrategy ($88.8b mcap) to justify comparable frequency of Bitcoin purchases. Given the mechanical dislocation that the MSW program has already inflicted on the share price it would be a profound strategic error to persist with further equity dilution under the guise of BTC accumulation. Such actions would deliver no incremental uplift to valuation risk exacerbating short interest compel long-standing retail shareholders to capitulate and ultimately erode"  
[X Link](https://x.com/DelB0yTr0tter/status/1972537982491193398)  2025-09-29T05:44Z [----] followers, 13.4K engagements


"Metaplanet stands at a critical juncture arguably the most consequential since the inception of its Bitcoin treasury strategy in April [----]. At the recent Extraordinary General Meeting retail shareholders myself included were heavily encouraged to support three proposals that were widely perceived as a pivotal turning point for the company. In practice however these measures have had the opposite effect raising serious concerns about value creation capital allocation and overall governance. In the absence of proactive transparent communication from management retail investors who remain the"  
[X Link](https://x.com/anyuser/status/1972545428265832556)  2025-09-29T06:14Z [----] followers, [----] engagements


"Metaplanet has extended the suspension of the moving strike warrants that were previously paused between [--] and [--] September. As of [--] September there were [-----] million shares from the 20th series and [---] million each from the 21st and 22nd series still unexercised totalling about [------] million shares. Average daily trading volume over the last [--] days has been roughly [-----] million shares or [----] billion in total. The withheld pool therefore equals around [--] percent of total turnover or just under seven trading days of average liquidity that will not now be entering the market. In August"  
[X Link](https://x.com/DelB0yTr0tter/status/1976566884565762544)  2025-10-10T08:34Z [----] followers, 56.6K engagements


"In the first hour of U.S. trading [----] million shares of MTPLF were dumped crushed to fresh lows and then opportunistically covered a textbook short raid executed with surgical precision. The same playbook is now being applied to DN3 this time with thinner volume but no less destructive impact. The pattern is unmistakable: targeted pressure during illiquid cross market hours exploiting managements inertia and the absence of a coherent defence strategy for almost three straight months And in the midst of this there is still talk of exercising another [------] million potential shares at a 637"  
[X Link](https://x.com/anyuser/status/1977769217328910490)  2025-10-13T16:11Z [----] followers, 18.1K engagements


"If Metaplanets NAV premium continues to erode toward [---] the only rational move is to reverse the dynamic entirely. Liquidate [-----] BTC at $100k (realising roughly $1 billion) and redeploy it into an immediate large scale share repurchase via Dutch tender and accelerated buyback with full cancellation of the retired shares. The compression in free float would obliterate borrow availability ignite forced buy-ins and trigger a reflexive short squeeze that re-anchors the premium well above [---]. It would signal capital-structure mastery restore confidence and reposition Metaplanet from passive"  
[X Link](https://x.com/DelB0yTr0tter/status/1978047738878333169)  2025-10-14T10:38Z [----] followers, 20.2K engagements


"Out of IREN. Completely. 758% return in [--] months is enough. Bulls make money bears make money pigs get slaughtered. Discipline always trumps greed. When stronger non-correlated opportunities appear rotation is the intelligent move not attachment. Position ahead of the herd and sell into strength while liquidity remains abundant. The cleanest exits happen when liquidity is still building and euphoria has yet to peak. Chasing the final tick is a mugs game. Preserving capital and moving it toward new pockets of opportunity is how outperformance is built. Its easy to say hard to do. The only real"  
[X Link](https://x.com/DelB0yTr0tter/status/1978177523998441866)  2025-10-14T19:14Z [----] followers, 120.3K engagements


"Somebody once said that in looking for people to hire you look for three qualities: integrity intelligence and energy. And if you dont have the first the other two will kill you. - Warren Buffett I am going to address this once and will not indulge it again I have no interest in what anyone else is doing. Ever. Especially people with inconsistent track records. I am not referring to performance. Because nobody gets things right 100% of time. But integrity matters A LOT in life. I am going to leave it at that would appreciate no further comments being made on the subject henceforth. Now to"  
[X Link](https://x.com/anyuser/status/1978284820745634126)  2025-10-15T02:20Z [----] followers, [----] engagements


"Retail selling bottoms and buying tops. A true and recurring story as old as the hills. When the tape is this deeply oversold and implied vol north of [---] is sitting behind the asset you dont need a vivid imagination to see how explosive the reversal potential becomes. The setup speaks for itselfasymmetric optionality rarely telegraphs this loudly. The setup is undeniably there. Institutions are net buyers. This is live data not hyperbole. The volatility positioning and structural compression all point to potential energy. But without flawless execution tangible fundamentals and visible"  
[X Link](https://x.com/anyuser/status/1978333463267663914)  2025-10-15T05:33Z [----] followers, [----] engagements


"Frans you are an intelligent man whom Ive admired from a far. Show respect. Read my posts. This is immature and distasteful way to conduct yourself in public. Time down your language. I am not going to pander to combative circular nonsense. Your opinion is yours. Nobody has asked for your unsolicited commentary. Youre on my feed"  
[X Link](https://x.com/anyuser/status/1978386150722269592)  2025-10-15T09:03Z [----] followers, [----] engagements


"The self-interested actors who controlled the retail narrative for Metaplanet from April to June were amateurs. Complete amateurs. Instead of encouraging and nurturing discourse on the most wide reaching platform on the planet they forced retail into silos on Discord groups and noise filters that ended up muting sentiment altogether. The resulting effect is a bunch of grown adults regularly congregating in their little chat rooms like twelve year old children crying to one another about what a disaster their first foray into investing has been Enough is enough. Get out and speak. HERE on this"  
[X Link](https://x.com/anyuser/status/1978466922522931474)  2025-10-15T14:24Z [----] followers, [----] engagements


"Markets reward discipline in $ terms not slogans about future $1M BTC or Japanese Fixed Income TAM. You have to survive today first. The share price collapse down 80% is the number one priority to control. And control means doing what was not done before: course correction when the signals were clear. Ignoring the problem did not make it disappear. The market now knows exactly what works and what does not. Window dressing days are over. It is time for real execution measurable results tangible returns and guidance that is delivered not another glossy deck drafted on Gemini for $30 a month."  
[X Link](https://x.com/DelB0yTr0tter/status/1978517348870193319)  2025-10-15T17:44Z [----] followers, [----] engagements


"I am going to share my position today. What I will not do is get into execution and mechanics but I will provide a summary of the thesis with data and evidence based reasoning behind it. Its always about the data. Since Metaplanet back in Q1 [----] this is the cleanest and most convex bet I have seen across the entire market and so I naturally size up accordingly (for me). Kelly criterion is key. Always. I am not for a second going to entertain any sort of pissing contest and throw up screenshots of my entry an exit and how green my P&L looks etc. If others do that then great. I will not. The"  
[X Link](https://x.com/DelB0yTr0tter/status/1978647989913550891)  2025-10-16T02:23Z [----] followers, [----] engagements


"This in my view is the single most asymmetric trade in global markets today on a risk-adjusted basis. The convexity is extraordinary yet the multi-strategy PMs at Citadel Millennium Balyasny and Jane Street cant go near it (go figure out why) and retail meanwhile is hypnotised by the AI HPC BTC treasury complex and shitcoins. chasing pipe dreams. The real opportunity the one hiding in plain sight is right here. BACKGROUND INFORMATION Silver has entered a historic structural break not a rally. Spot $53/oz. Backwardation vs Dec $3. London lease rates near 100% annualised; the tightest since"  
[X Link](https://x.com/DelB0yTr0tter/status/1978832868982821222)  2025-10-16T14:38Z [----] followers, 12.6K engagements


"Silvers all-time high was set on [--] January [----] when it briefly reached $50 per ounce during the Hunt Brothers squeeze. Adjusted for inflation that would equate to roughly $190 to $200 per ounce today meaning that even at $54 silver remains only about a quarter of its real [----] peak. If silver were to reprice toward that inflation-adjusted equivalent the convexity embedded in $SILJ (Amplify Junior Silver Miners ETF) becomes extraordinary. With $SILJ closing at $24.84 on Friday a proportional move in silver from $54 to $190 represents a 250% rise in the underlying metal. Historically junior"  
[X Link](https://x.com/anyuser/status/1979933564243472497)  2025-10-19T15:32Z [----] followers, [----] engagements


"This is in my view the most compelling risk-reward opportunity for deploying my capital right now. Ive been building this position with meaningful size since late September and have provided extensive evidence-based analysis to support it. You can find all the details on my timeline. I added substantially on Fridays pullback and will continue scaling in around these levels before the Q3 earning season officially kicks off for the entire mining sector from tomorrow. Ive explained in detail why this particular structure carries strong odds of a gamma squeeze. Despite the attractive fundamentals"  
[X Link](https://x.com/anyuser/status/1979943145929633815)  2025-10-19T16:10Z [----] followers, [----] engagements


"Chinas silver market is flashing red-hot stress signals beneath calm prices SGE and SHFE silver closed near [----------] per kg or roughly $49.07$49.22 per oz down less than 1% on the day. Gold held near $3970$3982. Prices steady but vaults collapsing. SHFE silver inventories fell from [------] kg to [------] kg in one day a [----] kg draw. SGE vaults dropped from [------] kg last week to [------] kg this week a weekly depletion of [-----] kg or 8.2% of stockpiles. That is [--] tonnes of silver or about [---] million ounces withdrawn in five trading days. Inventories have now fallen nearly 50% month over month"  
[X Link](https://x.com/anyuser/status/1985993709037752767)  2025-11-05T08:52Z [----] followers, 15.3K engagements

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